UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,080,490 | -20.1% | 248,090 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $8,856,780 | +139.2% | 247,327 | +6.1% | 0.00% | +100.0% |
| Q1 2023 | $3,703,387 | +21.6% | 233,064 | +1.2% | 0.00% | 0.0% |
| Q4 2022 | $3,045,783 | -39.1% | 230,392 | -4.3% | 0.00% | 0.0% |
| Q3 2022 | $5,005,000 | -34.0% | 240,765 | +0.3% | 0.00% | -50.0% |
| Q2 2022 | $7,589,000 | -59.6% | 239,967 | +39.4% | 0.00% | -50.0% |
| Q1 2022 | $18,777,000 | -13.6% | 172,118 | +19.8% | 0.00% | 0.0% |
| Q4 2021 | $21,731,000 | -44.5% | 143,624 | +16.1% | 0.00% | -50.0% |
| Q3 2021 | $39,136,000 | +684.9% | 123,673 | +209.8% | 0.01% | +700.0% |
| Q2 2021 | $4,986,000 | +47.7% | 39,922 | +52.4% | 0.00% | 0.0% |
| Q1 2021 | $3,375,000 | – | 26,197 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |